Copyright (C) 2010 Russ Kaplan Investments, Inc All Rights Reserved
Individually Managed and Institutional Accounts:
Russ Kaplan Investments offers money management with a customized plan
for each client. We meet with each client to determine their needs and make an investment plan for those goals. Because
we are independent, we are not limited to certain products or companies and enjoy the freedom to focus on our client's success. Our goal is to build a close, professional relationship with our clients for their long-term financial success.
Our services include:
Newsletter:
Free to current clients and available for $150 per year, the Heartland Advisor provides readers with investment advice
and information about current financial issues. Current introductory offer of $75 per year!
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here for a sample newsletter
Personal Investments
Pensions/401k
Retirement Planning
Education Planning
Individual Retirement Accounts
-Roth,
SEP and Simple
402-614-1321
5002 Dodge St, Ste 302
Omaha, NE 68132
Russ Kaplan Investments, Inc
Services Disclosure
Russ Kaplan Investments is a Registered Investment Advisor in the State of Nebraska. The investment advisory
services Funds described on our web site are available only to persons in Nebraska. Nothing on our web site shall be considered
an offer of our investment advisory services, an offer or solicitation to buy, or an offer to sell a security to any person in any
jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the laws of such jurisdiction.